Automating Interactivity in PageTiger

Guide Readers Through Your Content Automatically

Interactivity works best when it appears at exactly the right moment. But when readers have to find and click each module themselves, key content is easy to miss, and they may not know where to go after an assessment.

With Automation, interactivity can open on its own, or take readers where they need to go next, based on what they do. Every automation starts with an Event: either a page loading, or a reader interacting with a module. You then choose the Action that follows.

In this tutorial, we'll add three automations to Phishing Module 1, a short training document that ends with a knowledge check. For the full reference, see What is Automation? in the User Guide.

Automate a Module on Page Load

The first automation runs as soon as a page loads, which makes it ideal for welcome messages or instructions that every reader should see first. In Phishing Module 1, we want a short welcome video, How this module works, to open before readers start the training. The video stays on the cover page as a button too, so readers can reopen it if they close it by accident.

To get started:

1. In Interactivity mode, right-click the first page in the Pages palette
2. Select Page Properties
3. Under Page Automation, click Edit
4. Click Add Automation
5. Leave the Event as On Page Load, which is the only Event for page automation, and leave the Delay at 0
6. Set the Action to Play Media
7. Set On Page to Page 1 (this page) and Interactivity to How this module works
8. Click Save

Giving each module a clear name makes it easy to find in the Interactivity dropdown.

If you do add a Delay, readers might click on something else before the automation runs. Selecting Always Fire under Advanced Options makes sure it still runs.

To check it's working, open Version Preview. The welcome video appears as soon as the document opens, so readers know what to expect. See How to automate a module on page load for more on each setting.

Automate a Pass Result

The second automation responds to how readers perform. When a reader passes the knowledge check at the end of Phishing Module 1, we want the next document, Module 2: Data Privacy, to open.

Start by adding a Link to a webpage module, named Launch Data Privacy, with the next document's URL. Position it off-page, so readers can only reach it through the automation.

It's also worth adding a short note to the pass result's Result Message, so readers know what will happen. In this example: "When you close this message, Module 2: Data Privacy will open." For more on editing results, see Assessments: How to add a 'Result'.

To get started:

1. Click the assessment module
2. Select the Automation icon from the fly-out menu
3. Click Add Automation
4. Set the Event to When Pass Popup is Closed and leave the Delay at 0
5. Set the Action to Activate Interactivity
6. Set On Page to the page with your link module, and Interactivity to Launch Data Privacy
7. Click Save

The Event options depend on the type of module you've selected, which is why an assessment has an option for each of its results.

In Version Preview, complete the knowledge check with a passing score. The pass message explains what's coming, and when the reader closes it, Module 2: Data Privacy opens, so the move to a new document feels expected rather than abrupt. See How to use Automation with an assessment for more.

Automate a Fail Result

The final automation uses the same knowledge check. This time, when readers fail, we want to take them back to the start of the training.

Add a Jump to page module, named Back to the training, set to the first training page (page 2), and position it off-page too. Then add a note to the fail result's Result Message, for example: "When you close this message, you'll go back to the start of the training so you can review it before trying again."

Next, with the assessment selected, tick Hide Retry Button in the Settings tab. Readers then go back through the training before they try again, rather than retaking the quiz straight away. See Assessments: Settings for more on this setting.

To get started:

1. Click the assessment module
2. Select the Automation icon from the fly-out menu
3. Click Add Automation
4. Set the Event to When Fail Popup is Closed and leave the Delay at 0
5. Set the Action to Activate Interactivity
6. Set On Page to the page with your Jump to page module, and Interactivity to Back to the training
7. Click Save

When you open the Automation settings, the pass automation you added earlier is already listed, so you can edit it, or remove it with Delete Automation.

To test it, open Version Preview and complete the knowledge check with a failing score. The fail message appears, and when it's closed, the reader is taken back to page 2. Readers who fail now return to the training, while readers who pass move straight on to the next document. See Previewing for more on testing your document before it goes live.

By automating your interactivity, you can guide every reader through your content in the right order and at the right moment.